PIMG

Patriot Investment Management Group Portfolio holdings

AUM $1.53B
1-Year Est. Return 11.54%
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.46M
3
+$2.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.97M
5
MSTR icon
Strategy Inc
MSTR
+$1.6M

Top Sells

1
+$7.23M
2
+$2.96M
3
+$1.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.66M
5
PLTR icon
Palantir
PLTR
+$813K

Sector Composition

1 Technology 2.01%
2 Financials 0.6%
3 Healthcare 0.58%
4 Consumer Discretionary 0.58%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$512K 0.04%
21,279
+9,757
152
$511K 0.04%
8,810
+16
153
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3,082
154
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155
$501K 0.04%
9,589
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156
$496K 0.04%
20,707
+9,702
157
$495K 0.04%
8,296
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158
$492K 0.04%
4,255
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159
$487K 0.04%
11,427
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160
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9,522
+1,667
161
$479K 0.04%
12,485
162
$460K 0.03%
17,321
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163
$457K 0.03%
18,045
164
$453K 0.03%
6,904
+6
165
$451K 0.03%
4,099
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166
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167
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169
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170
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1,422
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171
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1,275
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172
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+8,608
173
$398K 0.03%
5,260
-10,755
174
$397K 0.03%
5,849
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175
$397K 0.03%
8,599
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